en:mobile:user_guide:customer_requisitions

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en:mobile:user_guide:customer_requisitions [2021/02/24 04:26] – Richard Moizeauen:mobile:user_guide:customer_requisitions [2022/10/19 05:36] (current) – Mark Glover
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 When a customer order stocks from you, they create a Supplier Requisition in their system. This will appear as a Customer Requisition in your system.  When a customer order stocks from you, they create a Supplier Requisition in their system. This will appear as a Customer Requisition in your system. 
 +<WRAP center round important 60%>
  
-On the home screen, an orange badge on the Customer Requisitions button indicates how many pending Customer Requisitions you have (in this example, there is one pending Customer Requisition). +Customer Requisitions can ONLY be created by an mSupply store customer.  They can not be manually created in the Supplying store. 
 +</WRAP> 
 + 
 + 
 +On the home screen, an orange badge on the Customer Requisitions button indicates how many pending Customer Requisitions you have, if any (in this example, there is one pending Customer Requisition). 
  
 Tap on the **Customer Requisitions** button to review the Customer Requisitions.  Tap on the **Customer Requisitions** button to review the Customer Requisitions. 
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 {{ :en:mobile:user_guide:pasted:20210224-035407.png?600 }} {{ :en:mobile:user_guide:pasted:20210224-035407.png?600 }}
  
-You can now review the Customer Requisition. +You can now review the Customer Requisition before finalising it. 
 + 
  
-Screenshot_20210224-165240_mSupply Mobile.jpg{{:en:mobile:user_guide:pasted:20210224-042632.png}}+{{ :en:mobile:user_guide:pasted:20210224-042632.png?600 }}
  
-==== Entering supply data ====+  * **Max MOS:** The number of months worth of stock to supply 
 +  * ** Current Stock:** this will be auto-filled with your current quantity of stock for this item.  
 +  * **Their Stock:** this will be auto-filled your customer current quantity of stock for this item.  
 +  * **Monthly Use:** calculated as //average monthly consumption=(outgoing stock*average number of days a month)/(days in period-days out of stock)//. 
 +  * **Suggested Quantity:** calculated as //suggested quantity=(monthly consumption*months to supply)-stock on hand//. 
 +  * **Requested Quantity:** this will be auto-filled by the quantity requested by the customer. 
 +  * **Supply this Invoice:** editable cell for the current time period.  You can also use the auto-fill buttons in the header: 
 +  * **Use Requested Quantities:** auto-fills the supply this invoice column for all items with the value from the requested quantity column. 
 +  * **Use Suggested Quantities:** auto-fills the supply this invoice column for all items with the value from the suggested quantity column.
  
-Tap on the cell that you wish to update:+You can use either of the above options or you can manually enter a quantity in the column **Supply this invoice**.
  
-{{ :en:mobile:user_guide:pasted:20201125-224325.png?800 }}+<WRAP center round info 60%> Selecting either of the auto-fill buttons will overwrite all values in the supply this invoice column.  </WRAP>
  
-** Current Stock:** this will be auto-filled with your current quantity of stock for this item.  +When you are completely sure that everything is correct, tap the **Finalise** button, then **Confirm**.  
-\\ **Their Stock:** this will be auto-filled with the customer’s closing balance (from the customer data column). + 
-\\ **Monthly Use:** calculated as //average monthly consumption=(outgoing stock*average number of days a month)/(days in period-days out of stock)//. +Finalising the requisition will also generate a finalised [[en:mobile:user_guide:customer_inv|customer invoice]].
-\\ **Suggested Quantity:** calculated as //suggested quantity=(monthly consumption*months to supply)-stock on hand//. +
-\\ **Requested Quantity:** this will be auto-filled by the quantity requested by the customer (from the customer data column). +
-\\ **Supply this Invoice:** editable cell for the current time period.  You can also use the auto-fill buttons in the header: +
-  * **Use Requested Quantities:** auto-fills the supply this invoice column for all items with the value from the requested quantity column. +
-  * **Use Suggested Quantities:** auto-fills the supply this invoice column for all items with the value from the suggested quantity column.+
  
-<WRAP center round info 60%> \\ Selecting either of the auto-fill buttons will overwrite all values in the supply this invoice column.  </WRAP>+{{ :en:mobile:user_guide:pasted:20210224-045053.png?600 }}
  
-==== Finalising a Customer Requisition ====+{{ :en:mobile:user_guide:pasted:20210224-045210.png?600 }}
  
-When you are completely sure that everything is correct, tap the ''Finalise'' button, then ''Confirm''. Finalising the requisition will also generate a finalised [[en:mobile:user_guide:customer_inv|customer invoice]]. 
 \\ \\
 \\ \\
-|  //  Previous:  **[[en:mobile:user_guide:customer_inv]]** | | Next: **[[en:mobile:user_guide:supplier_requisitions|]]** //  |+|  //  Previous:  **[[en:mobile:user_guide:customer_inv]]** | | Next: **[[en:mobile:user_guide:customer_requisitions_program_orders|]]** //  |
  
  
  • en/mobile/user_guide/customer_requisitions.1614140795.txt.gz
  • Last modified: 2021/02/24 04:26
  • by Richard Moizeau